Task Round Robin Assignment System

This article was developed to describe the Task Round Robin Assignment System. It is organized into the following sections:

• Overview
• Using the System

Overview

Using the Task Round Robin Assignment System, task assignments now rotate automatically throughout the membership of the assigned team, ensuring equal distribution of task assignments. Using this feature is simple.

Using the System

First, confirm the members of the team(s) to whom you will be assigning tasks. Go to the Admin tab, and click “Teams” from the Navigation Bar.

You can now edit one of the existing teams listed on the left side of the screen by clicking on that team’s name, or you can create a new tasking team (see the large red box below).

To review a team, click on that team’s name (see the small red box around "Sales" above). 

A new page titled, “Members of this Team” with multiple dropdown selections are now available to you. Team components may be specific team members, users assigned a particular role or roles, or even an entire company!

NOTE:  Selecting a company or role includes EVERY user assigned to that company or role.

Once your team is set up, click Save Team on the Navigation Bar to save your selection. Now go to the Calendar Tab and click Tasks from the Navigation Bar.

Scroll down and click on "Edit Task Settings". 

After the screen refreshes, you will see a Round Robin section appear. The Teams shown on the previous page now appear. Be sure that the settings shown match your intended team selections, and click “Save Settings.”

You can manually assign Tasks, by clicking “Tasks” from the navigation bar. An “Incomplete Tasks” table now appears along with several options on the left side of the screen. 

Click the “Create New Task” button (see above).

1. Select a task from the dropdown menu that appears next. 2. Select an Account from the "Account" dropdown menu 3. Choose a Due Date for this task by clicking inside the “Due Date” text field. This will launch a calendar to which you can assign the due dates of your proposed tasks. 4. Proceed to the “Assigned To” field, and select Team (for this example), by clicking the “Team” button and selecting the specific team you wish from the dropdown menu. This ensures the system automatically routes this task to a member of the correct team. 5. Select a task contact by typing that contact’s name in the “Contact” text field.  6. Enter any notes you may have that can help explain/clarify this task request. 7. Once your selections are complete, click the “Save Task” button. Once clicked, the button should read “Saving.”

Once this task creation is complete, you automatically return to the “Incomplete Tasks” table. From here, you may search for tasks using the many filters available. You can search by due date, person/role/company assigned, contact name, etc.

To see the Task Round Robin Assignment feature in action, please watch this training video by clicking on the image below.

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